PWMG

Pinnacle Wealth Management Group Portfolio holdings

AUM $195M
1-Year Est. Return 18.67%
This Quarter Est. Return
1 Year Est. Return
+18.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$115M
AUM Growth
+$2.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$1.2M
2
+$934K
3
+$830K
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$521K
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$457K

Top Sells

1
+$1.6M
2
+$741K
3
+$489K
4
FENY icon
Fidelity MSCI Energy Index ETF
FENY
+$441K
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$383K

Sector Composition

1 Technology 8.27%
2 Financials 6.23%
3 Industrials 4.18%
4 Healthcare 3.59%
5 Materials 3.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-7,860
102
– –
-3,300
103
– –
-3,233
104
– –
-13,512
105
– –
-64,583
106
– –
-1,267
107
– –
-7,300
108
– –
-1,556
1 2 3 4
5